Sales Operations Associate

DBRS Morningstar is seeking a Sales Operations Associate to provide global support for regional demand generation teams worldwide.  The role reports to the Global Salesforce Administrator for DBRS Morningstar and will focus on identifying and delivering on new projects that will help business development team members get more done with less work. 

The ideal candidate possesses a solid understanding of B2B marketing automation, CRM, and sales outreach platforms and is capable of configuring software tools as needed to manage the contact-level data used to coordinate, execute, and measure marketing campaigns.  Previous work experience within the financial services industry is ideal yet not required for candidates who can demonstrate their ability to learn quickly and excel within a fast-paced environment.

Required capabilities

• 1-2 years experience with Salesforce Customer Relationship Management (CRM) and ideally Marketing Cloud Account Engagement (Pardot)
• Interest in the financial services industry
• Strong problem-solving and communication skills
• Excellent quantitative skills with a desire to analyze everything
• Proficient in Microsoft Office applications (Outlook, Word, Excel, and PowerPoint)
• Bachelor's Degree

Ideal qualifications

• Experience in the financial services industry
• Experience working in a sales or marketing team
• Experience with Oracle and invoicing workflows
• Experience in applying AI tools towards getting more done with less manual effort

Responsibilities

The core responsibilities of the role are maintaining data integrity, the administration of marketing automation tools and contact data, and efficient project management:

Maintain data integrity

• Administer reviews of Salesforce data, run bulk ingestion of new data, and execute bulk edits on existing data
• Implement and maintain data validation rules and workflows within Salesforce
• Create and maintain documentation on the configuration of objects and fields in Salesforce and Marketing Cloud Account Engagement (Pardot) 

Marketing automation administration

• Cleanse and segment contact databases used to implement direct marketing strategies
• Support regional marketing teams with their execution of outbound marketing campaigns
• Analyze past direct marketing campaigns and recommend improvements to future campaigns

Efficient project management

• Work with business development team members to imagine how we might get more done with less work
• Takes initiative to lead projects and is comfortable with managing and prioritizing multiple projects in parallel
• Skilled in engaging stakeholders across departments to coordinate data flows across systems
• Maintain and develop reports to communicate the business benefits of ongoing projects, and future project plans

Compensation and Benefits

At Morningstar we believe people are at their best when they are at their healthiest. That’s why we champion your wellness through a wide range of programs that support all stages of your personal and professional life. Here are some examples of the offerings we provide:

• Financial Health

  • 100% 401k match up to 6% of salary

  • Stock Ownership Potential

  • Company provided life insurance - 1x salary + commission

• Physical Health 

  • Comprehensive health benefits (medical/dental/vision) including potential premium discounts and company-provided HSA contributions (up to $500-$2,000 annually) for specific plans and coverages

  • Additional medical Wellness Incentives - up to $300-$600 annual

  • Company-provided long- and short-term disability insurance

• Emotional Health 

  • Trust-Based Time Off

  • 6-week Paid Sabbatical Program

  • 6-Week Paid Family Caregiving Leave

  • Competitive 8-24 Week Paid Parental Leave

  • Adoption Assistance

  • Leadership Coaching & Formal Mentorship Opportunities

  • Annual Flex Stipend - $1000 annually to cover personal education & well-being expenses

  • Tuition Reimbursement

• Social Health 

  • Charitable Matching Gifts program

  • Dollars for Doers volunteer program

  • Paid volunteering days

  • 15+ Employee Resource & Affinity Groups

Base Salary Compensation Range

Incentive Target Percentage

Morningstar's hybrid work environment gives you the opportunity to collaborate in-person each week as we've found that we're at our best when we're purposely together on a regular basis. In most of our locations, our hybrid work model is four days in-office each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you'll have tools and resources to engage meaningfully with your global colleagues.